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Diversify Wealth Management, LLC CRD 329878
$4.11B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
9017 S Riverside Dr Suite 210, Sandy, UT 84070 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-10-01 |
| CO | RA | APPROVED | 2025-09-15 |
Branch Locations
9017 S Riverside Dr Suite 210, Sandy, UT 84070 • United States
421 N Main Street Suite 308A, Pueblo, CO 81003 • United States
Providence Forge, VA • United States
4514 Cole Ave Suite 600, Dallas, TX 75205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2019-10-01 |
Branch Locations
421 N Main St Suite 308A, Pueblo, CO 81003 • United States
4514 Cole Ave Suite 600, Dallas, TX 75205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Belle Haven | VA | 07/2013 | 06/2016 |
| Sound Harbor Inc | Belle Haven | VA | 07/2016 | 07/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2017 | 11/2017 |
| Northwestern Mutual Investment Services Llc | Williamsburg | VA | 07/2017 | 11/2017 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2017 | 11/2017 |
| Mts Systems Corp | Williamsburg | VA | 07/2018 | 05/2019 |
| Integrated Advisors Network, Llc, Dba Vineyard Asset Management | Palos Verdes Estates | CA | 07/2019 | Present |
| Dfpg Investments, Inc | Sandy | UT | 07/2019 | Present |
| Diversify Wealth Management, Llc | Sandy | UT | 09/2025 | Present |
1. Narrow GateWay Ministries, Inc.; Non-Investment Related; 4954 College Green Lane, Providence Forge, VA 23140; Non-Profit Ministry; President and Treasurer; 11/23/2014; 1% during business hours; Management of ministry legal and tax filings, and ministry finances, and administrative duties. 2. Vineyard Asset Management, LLC; Investment Related; 421 N. Main Street, Suite 308A, Pueblo, CO 81003; Extension office of Vineyard Asset Management; Senior Wealth Advisor; 08/2019; 50% during business hours; Maintain client relationships with existing clients of Vineyard Asset Management, and develop new business opportunities. 3. Integrated advisors Network dba Vineyard Asset Management, LLC; Investment Related; 421 N. Main Street, Suite 308A, Pueblo, CO 81003, United States; RIA; Investment Adviser Representative; 08/14/2019; 40% during business hours; Manage client relationships and fee based investment accounts. 4. Vineyard Asset Management, LLC; Non-Investment Related; 421 N. Main Street, Suite 308A, Pueblo, CO 81003; Insurance; Senior Wealth Advisor; 10/2019; 15% during business hours; Life, Fixed-Annuity, Variable-Annuity, Disability, and Long Term Care Insurance sales and Service. Appointed with various insurance carriers. 5. Demicell Consulting Services; Investment Related;421 N. Main Street, Suite 308A, Pueblo, CO 81003; Consulting; Consultant/Advisor; 12/2019; 10% during business hours; Consult and advise select clientele on various business strategies, including business acquisition, liquidation, structure, business transactions, and executive compensation. 7. Judicial Action Group Foundation; Investment related: No; Washington D.C. 20005 202-216-9309; Chairman, and Treasurer; A nonprofit, nonpartisan educational and human rights organization to engage in study, research and analysis, and to inform, and educate the public as to the importance of the U.S Constitution, including Article III and the role of the federal judiciary in support of constitutional principles. 5% business hours. 8. Albert M. & Doris K Demicell; investment related: No; Crisfield, MD 21817, Real Estate/Rental property. Landlord; 03-2025. 1% business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-12 |
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